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Connecting Software CB Mobile CRM – iPad User Manual

1. 11 LL MEN MEN 262 12 PR Mam mena Hem Ordo EE E E DUET 13 ener ae aa sje PEOI H A 14 LENNON 14 EG gm ke ee EE ERT 14 MI CRI 14 12 1 5 Chart Titel AMIN i95 son 1005oteiant suoor ee 15 Ve AA II IIIA 15 LI D Pipeline NN 16 VIL c PIS CA E E E A taess snceeentaes 16 ee Ce Ene NN 16 12 2 MAD 015 0 EE 17 12 3 Scan Code page seccccsctcnctsccmavecenotenarsnanrarseenanedeneieecsesssensercuotencnonemecnennenenss 21 12 4 Calendar PAGS iesccscccsccersssucrnrveenneceresemarnreeeranarencnsecnessseneeecnorenedenenpernanneeenss 21 2 24 LS NN 26 2015 06 17 Page 2 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 12 5 1 a Account detail page functionality sseeeeeeeeeeeen nnn nnn 27 12 52 SOENEN 29 12 5 3 Create New 90 0 0 EE 30 KA AA WAA 31 12 6 1 Contact detail page guard nunu na ee yr vs rk x V Vea TN SESEMPERVEE FEET 32 12 6 1 a Contact detail page functionality eeeeeeeeeeeeeeee nen nnn nnn 33 12 6 2 Contact detail edit PE arrene 36 LAG Create NeW ONE ornaris e E RE 36 De PVOGUCES AI 38 12 7 1 Product detail page snsnnsnnnnrsnrnnrsnnnrnrnnrrnnnnernnrnnnenernnennrrnennrrnnernrnnenne 40 12 7 2 Create new DO UL aa EE EM 41 20 42 VANN NNN 43 12 8 1 a Filter data by typing a search string into search box
2. iPad gt 9 40 4 77 4 Mobile CRM C When taped on the synchronization icon the synchronization process starts During synchronization the icon animation is played The icon is spinning around to identify the process of synchronization as running The user is also informed about the current status of the synchronization The currently synchronized item is listed in the title bar with the info about the number of records that are being synchronized Before the application starts the synchronization process itself application settings regarding synchronization available connection local database schema and available disk space is checked It is required to have at least 256Mb of free space available before the synchronization operation is allowed to start When not enough disk space is available or any other problem preventing the application from starting the synchronization process appears user defined settings do not match a warning message is displayed to the user The synchronization process may take extended period of time several minutes depending on the amount of data to be synchronized and speed of the internet connection The amount of data to synchronize can be modified by the user in the settings page During the synchronization process the app response may be slower due to the heavy data processing that the synchronization process requires It is recommended to do the synchronization process when the user is not
3. iPad lt Leads Topic Company Name Last Name First Name emailLabel Mobile Phone Business Phone Est Value Est Close Date Rating To save the newly created lead tap on the Save button in the title frame The lead is immediately created and stored in the local database The CRM lead is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt 9 41 Invoices Invoice 2015 06 17 Page 60 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 11 Orders page Orders page contains information about the available CRM orders To display details about a specific order select the order from the list by tapping on the item The user can use filter to look for a specific order by typing the search string into the search box The user can sort the list of orders according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad lt Mobile CRM RC helicopters Trex450 25 00 PDV soft co Active Desulfators KA15 K1000 00 Martin Volac Active DAL licenses 120 00 Isac Selenka Active Platinum Oil Bottles 23 00 PDV soft co Active Akasa CPU cooler 120 00 VinaTalk Active 2015 06 17 Page 61 9
4. Name Currency Price List Total Amount Discount Discount 96 Freight Street 1 Street 2 Street 3 City Country Postal Code Connecting Software 14 18 Quote Info PDV soft co Helmet quote pink 25 EURO Wholesale 505 00 10 00 Get Products Activate Quote Ship 3rd evenue New York US Products To save the modified data and update the CRM quote tap on the Save button in the title frame The quote is immediately modified and stored in the local database The CRM quote is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt Invoices 2015 06 17 9 41 Invoice Page 74 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 13 2 Create new quote To create new quote tap on the plus icon and order detail page with new blank record will be displayed The user can edit the record as required iPad lt Quotes Customer Name Currency Price List Total Amount Discount Discount 96 Freight Street 1 Street 2 Street 3 City Country Postal Code To save the newly created quote tap on the Save button in the title frame The quote is immediately created and stored in the local database The CRM q
5. sss 43 12 8 1 b Filter data by tapping on the magnifying glass c eene 44 12 0 2 ACHVIEY detall dG Cccsscscsccnuss PrRSIIIDSIM EN 45 12 8 3 Create new activity v re NGS See 50 12 9 INNEN 51 12 9 1 Opportunity ENE 52 12 9 2 Create new HP NN III 55 LeO OCIS DIO IIIA E T 56 12 10 1 Lead detail P ssnxooiubus iba ta UR APER AXEREUEXAENPN LEA RM RPS NU A MCA EUIS DIEI 58 1210 2 Create new NN 60 VERNE 61 L2 11d Ordsrderall DI EE DULP IUE UD DDPT 63 12 11 2 Create new order MR RERO TTE 65 12 12 Tnwoltes NNN 66 12 12 1 Invoice detail page been 68 12 12 2 Credue NEW NIE ssosesesvosctssb teo Tov vRE USE VER OIVR ve 70 AE OUOUES POO PE E E 71 TRINNENE 73 212 Creare me NNN 75 EI NNN 76 VIANETT 78 12 14 2 Create New CaSe sp rs 80 12 15 Notes add NOLES read NOLES use 81 2015 06 17 Page 3 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software WA SPINS DaC AA III 81 12 16 1 General settings description wsamwannzu nuna sanza nuna nunua mmn 83 12 16 1 a Online Mode ssmaannananau naanza nanu hne 83 L2 15 1 50 AUELO SYC AINA WA AA WATU ete et NA ee ere 83 12 16 1 c Sync OPptioN smsamaa manna nanwa ere 83 12 16 1 d Records p r EN Ai 84 12 16 1 e Max size of attachment in KD cc cece cece e eee eeeeeee eee ne naa 84 I2 16 T1 T Account WIZ Ia 84 L2 AMO lel ENON E AAA 84 12 16 1 h Map and Location Se
6. 14 13 37 5 2015 06 17 Page 42 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 8 1 Activity filter Mobile CRM application supports filtering of activities to help the user identify and search for specific activities in the list There are two possibilities for the user to filter the data e Filter data by typing a search string into search box e Filter data by tapping on the magnifying glass 11 8 1 a Filter data by typing a search string into search box When filtering data using this option type in a search string into the search box The list of activities is filtered and only activities that match with the search string appear iPad 14 16 lt Mobile CRM Activities Workshop Jun 25 2014 14 13 37 Jun 25 2014 17 13 37 Workshop invitation Jun 25 2014 16 13 37 Jun 25 2014 17 13 37 Workshop Jun 27 2014 14 13 37 Jun 27 2014 17 13 37 O P 2015 06 17 Page 43 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 8 1 b Filter data by tapping on the magnifying glass When filtering data using this option tap on the magnifying glass button A popup menu with search condition appears and the user can choose what type of activity to display as well as set the due date condition for the activities To apply the selected search condition tap on the Filter button When tapped the list of activities is
7. PrviCeS ccc cece cccceeee eee eee eee eee nnn nn 84 12 16 14 Background Agent vunne 84 12 16 1 Delete DALA MCCT EERBRERMESTM 84 12 16 2 Data settings descriptiON w wmsanaa manna nana nunnu nne enm 85 VINNE NNN 86 L2 18 Account ME ae 87 12 181 Create Mew IAA 87 12 1942 ENN 90 121853 Modify EN NON 91 PET NNN 93 1220 Sonar nie 94 15 HOW 0 00MET to CRM SENT vare r k 95 PINNE 96 14 1 I cannot connect to My CRM server mii 96 2015 06 17 Page 4 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 1 Overview The Connect Bridge Mobile CRM application was developed to allow the users fast and easy access to Microsoft Dynamics CRM data without the need for a PC The application takes advantage of the currently available devices running iOS operating system iPad iPhone iPod This document provides a general overview of the application and it s functionality The content of this user manual is subject to change by the company without notice 2 Intended audience The document is intended to provide guidance to the users on how to use the application 3 Requirements In order to be able to run the application the user needs a device running iOS operating system with access to iTunes There is no other specific requirement on the hardware all devices running iOS operating system should be able to run the application 3 1 Minimal recommended device confi
8. When any error occurs during the account verification the user is notified by error message 2015 06 17 Page 90 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 18 3 Modify Current Account To modify the current account tap on the Modify Current Account button The details about the default currently used CRM account are loaded into the fields to display the currently stored values Only Password and Re Password fields are not loaded for obvious reasons The user is requested to retype the password to make sure no unauthorized user is trying to modify the current CRM account e CRM Account Name This field cannot be modified The field identifies the current CRM account that is being modified e Crm Login Login name used to log into the users Dynamics CRM server NOTE If the domain name is also required to login to your CRM server add the domain name together with login name EXAMPLE user domain domain user etc e Crm Password Password used to login to the users CRM server e Re Password field for retyping the Crm password to make sure that the password is correct e Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url If the CRM server runs more than one organization user has to specify the organization which t
9. regarding the application can be modified 11 16 1 a Online Mode The user can choose when the application is allowed to connect to the internet gt Always the application is allowed to connect to the internet always when wifi or 3G connection is available gt Wifi only the application is allowed to connect to the internet only when wifi connection is available gt Manual the application is allowed to connect to the internet only when the user taps on the synchronization icon in the main menu title frame and wifi or 3G connection is available gt Never the application is not allowed to connect to the internet any attempt to start synchronization process manually will display error message informing the user about the online mode restriction 11 16 1 b Auto Sync The user can choose when to process the synchronization or submit queries directly to the CRM server gt On start change the synchronization and submitted queries are executed when the application starts or any entity is successfully modified by the user modified and saved gt On start the synchronization is executed only when the application starts gt On change the synchronization and submitted queries are executed when any entity is successfully modified by the user modified and saved 11 16 1 c Sync Option User is able to choose what kind of data to download during synchronization process My data download and synchronize only data
10. 6 Month Week Day Agenda 15 22 Calendar Jul week 29 Bi NG WE 2015 06 17 Month Agenda Page 22 96 Connecting Ley Software CB Mobile CRM iPad User Manual Connecting Software iPad gt 14 15 lt Mobile CRM Calendar lt Fri 6 27 14 Meeting with Mr Mark Service activity iPad lt Mobile CRM Meeting with Mr Mark Jun 27 2014 14 13 37 17 13 37 Appointment with customer order128 Jun 25 2014 16 13 37 17 13 37 Weekly meeting Jun 26 2014 14 13 37 18 13 37 email to lawyer Jun 26 2014 14 13 37 14 13 37 Service activity Jun 27 2014 14 13 37 17 13 37 Fix issue 157 Jun 26 2014 14 13 37 14 13 37 Appointment with customer order Os 687 Jun 25 2014 16 13 37 17 13 37 Weekly task Jun 26 2014 14 13 37 18 13 37 2015 06 17 Page 23 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software Tapping on a specific appointment in the list of appointments on Agenda view or Day view will open the detail about the user selected appointment Tapping on a specific appointment in the Week view will navigate to the Day view for the specific day and all appointments for that day are loaded as well This is due to the possibility that there may be more than one appointment on that specific day Tapping on a specific day in the Month view will navigate to the Week view where
11. User Manual Connecting Software When the displayed page has an action that can be executed by the user for example Save functionality the action button is visible on the right side of the title frame iPad gt 9 41 Invoices Invoice When the displayed page has an action that can be executed by the user and also has additional functionality available the additional actions button is visible next to the action button To display the list of available actions tap on the additional actions button iPad gt 9 41 T 77 4 Invoices Invoice Cr Save The content of the displayed page is visible under the title frame iPad gt 9 40 4 77 2m 4 fe Mobile CRM e Map Show entities on map Calendar Shows appointments in calendar Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads Some of the pages display the total number of entities stored and synchronized in the local DB Usually the page contains list of entities for the user to choose from 2015 06 17 Page 9 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software First time run When the application is run for the first time local database is created in the applications isolated storage and demo data are loaded into the database With the demo data loaded into the local database the user can try out the functionality of the application
12. call capabilities When the device does not support doing phone calls app tries to make a call using skype A message is shown to the user to confirm the selected action When the user confirms the action a phone call is initiated To send email to the contact person for the current account select the email address from the list and tap on the envelope icon in the main title frame or tap on the envelope in the list When the icon button is tapped default email editor is opened and the user can type the email content iPad gt 9 41 Accounts PDV soft co 3rd evenue Chicago 102345 987456321 isac isac com 2015 06 17 Page 27 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad gt 9 41 4 77 lt Accounts PDV soft co C 3rd evenue Chicago 102345 987456321 isac isac com Info E mai Fax Phone Cal Task Contacts Appointment More iPad gt lt Accounts PDV soft co 3rd evenue Chicago 102345 987456321 isac isac com 2015 06 17 Page 28 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 5 2 Account detail edit page Account detail edit page displays information about a specific account The user can edit the record by modifying the content of the rows To save the modified data and update the CRM account tap on the Save button in the title frame The account is immediately modified and stored i
13. filtered and only activities that match with the search condition appear When the filtered activities contain too many data the user can narrow down the list by additional filtering of the records by using the magnifying glass filter method iPad 14 17 lt Mobile CRM Activities Activity Workshop Alt Jun 25 2014 14 13 37 Jun 25 2014 17 13 37 View All Activities Workshop invitation Jun 25 2014 16 13 37 Jun 25 2014 17 13 37 Due All Workshop Jun 27 2014 14 13 37 Jun 27 2014 17 13 37 Filter 2015 06 17 Page 44 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 8 2 Activity detail page Each activity detail page displays information about a specific activity type Each activity type has different layout according to the content of the activity The user can edit the record by modifying the content of the rows iPad gt 9 42 Activities appointment Regarding Subject Meeting with Mr Mark Scheduled Start Jun 27 2014 14 13 37 Scheduled End Jun 27 2014 17 13 37 Priority Low 2015 06 17 Page 45 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad gt Activities From To Ge Subject Call the boss Regarding Description New opportunity for Sales team contact me asap iPad gt Activities Regarding Subject Order H1597 Due Date Jun 25 2014 17 13 37 Duration 0 De
14. the users predefined settings iPad 9 41 Invoices Invoice 2015 06 17 Page 30 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 6 Contacts page Contacts page contains information about the available CRM contacts To display details about a specific contact select the contact from the list by tapping on the item The user can use filter to look for a specific contact typing a search string into the search box The user can sort the list of contacts according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad gt 14 16 lt Mobile CRM Contacts Stanislav Branko branko contoso com Jozef Rybarik Rybarik contoso com Jozef Hrubsa emailHrubsa Hrubsa com Jozef Selenka emailSelenka def com Otakar Zeleny zeleny def com Martin Hadaka emailHadaka def com 2015 06 17 Page 31 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad gt 14 16 lt Mobile CRM Contacts usi Stanislav Branko brankoGcontoso com O P 11 6 1 Contact detail page Contact detail page contains information about a specific contact The basic information about the contact displayed on the info page are contact address contact phone number and contact email The contact detail page also contains data about entities that are associated with currently dis
15. total number of qualified leads from currently selected fiscal year 11 1 3 c Pie chart Pie chart allows following combinations of enabled entities e Only Incident cases Displays chart with number of cases for each customer created in currently selected range of quarters of fiscal year e Only Leads Displays chart with estimated value per lead created in currently selected range of quarters of fiscal year e Only Opportunities Displays chart with estimated value per opportunity created in currently selected range of quarters of fiscal year e Only Orders Displays chart with total amount per order created in currently selected range of quarters of fiscal year e Only Accounts Displays chart with number of accounts created in each quarter of fiscal year e Only Contacts Display chart with number of contacts created in each quarter of fiscal year e Any combination of two or more Shows the number of entities of each type for selected range of fiscal year 11 1 3 d Line chart Line chart allows following combinations of enabled entities e Only Incident cases Displays chart with number of cases for each customer created in each quarter of fiscal year e Only Leads Shows chart with number of accounts contacts and opportunity entities created by qualified leads that were created and qualified in current fiscal year The chart is divided by quarters of fiscal year e Only Opportunities Displays chart with the sum of
16. using the device Important note To assure a successful synchronization do not lock the screen prevent the device to lock the screen as well or put the device to sleep until the synchronization animation has stopped 2015 06 17 Page 94 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 12 How to connect to CRM server In order to be able to connect to a CRM server the user has to check if following conditions are met 1 Contact your administrator and check if the CRM server has a publicly visible and running CRM server service The application is connecting to this service to get data from CRM server 2 Get the URL path to the CRM server service including the company identification Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url http s host port company the application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions http 77 48 228 231 60127 DudeCorp https www dudecomporation com 60127 DudeCorp 3 Prepare the Login name and password used by the user to connect to the CRM server When the steps 1 3 are done open the application settings page and scroll down to Account Wizard button and start the
17. 1500 00 Isac Selenka Warm Q W E H M P A S D F G H zexic B f 123 2123 Opportunity detail page The opportunity detail page displays detailed information about the selected opportunity The user can modify the opportunity by changing the data in the specific fields 2015 06 17 Page 52 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad 14 18 80 G lt Opportunities Opportunity Save Topic 15 Cal licenses Customer Isac Selenka gt Currency EURO Price List Wholesale Revenue CO System Calculated Est Revenue 1500 00 Rating To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute iPad gt 9 41 T 77 4 Invoices Invoice i Save 2015 06 17 Page 53 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad 14 18 lt Opportunities Opportunity Topic 15 Cal licenses Customer Isac Selenka Currency EURO Price List Wholesale Revenue System Calculated Est Revenue Won Rating Close Canceled Close Out Sold Activities Products To save the modified data and update the CRM opportunity tap on the Save button in the title frame The opportunity is immediately modified and stored in the local database The CRM opportunity is updated via an update query when online mode is se
18. 6 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad lt Mobile CRM Q re RC helicopters Trex450 25 00 PDV soft co Active 2015 06 17 Page 62 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 11 1 Order detail page The order detail page displays detailed information about the selected order Depending on the access rights of the user the user is allowed or prohibited to edit the order Not yet available iPad Orders Info Customer PDV soft co Name RC helicopters Trex450 Currency USD Price List Wholesale Total Amount 25 00 Discount 0 00 Discount 0 00 Freight Ship Street 1 3rd evenue Street 2 Street 3 City New York Country US To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute iPad gt 9 41 T 77 4 Invoices Invoice LT Save 2015 06 17 Page 63 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Orders Customer Name Currency Price List Total Amount Discount Discount Freight Street 1 Street 2 Street 3 City Country e Connecting Software Info PDV soft co RC helicopters Trex450 USD Wholesale Get Products Fulfilled Complete Fulfilled Partial No Money 3rd evenue New Y
19. A message is shown to the user to confirm the selected action When the user confirms the action a phone call is initiated 2015 06 17 Page 33 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software To send email to the contact select the email address from the list and tap on the envelope icon in the main title frame or tap on the envelope in the list When the icon button is tapped default email editor is opened and the user can type the email content iPad 9 42 Contacts Stanislav Branko Holeho 24 Bratislava 915 01 Slovakia 971384265 branko contoso com 2015 06 17 Page 34 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad gt 9 42 77 mm i Contacts Stanislav Branko C Holeho 24 EN Bratislava Fn 91501 Slovakia 971384265 branko contoso com iPad gt 4 77 8m 4 lt Contacts Stanislav Branko VES Holeho 24 Bratislava 915 01 Slovakia 971384265 branko contoso com 2015 06 17 Page 35 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 6 2 Contact detail edit page Contact detail edit page displays information about a specific contact The user can edit the record by modifying the content of the rows To save the modified data and update the CRM contact tap on the Save button in the title frame The contact is immediately modified and st
20. Le Connecting Software Connecting Software CB Mobile CRM iPad User Manual Summary This document describes the iOS app Mobile CRM its functionality and features available The document is intended for end users as user manual to provide basic knowledge about the app and its usage Document History Version Date Author Changes 1 0 2014 07 14 MTO Document creation 1 1 2015 06 17 MBE Design adaption All rights reserved No part of the document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the written permission of Connecting Software s r o amp Co KG Company or product names mentioned in this document may be trademarks or registered trademarks of their respective companies Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software Table of Contents LNM 5 Z ended ENN 5 FEN de 5 3 1 Minimal recommended device configuration eeeeeeseeennnn nnnm nnn 5 TSN 5 Upa aa AI Aa 5 6 Memory and disk space requirements ssssssseeeeee nnnm Henna anna nn 6 FE o01 2 7 7 Z1 Isolgteg NN TN 7 7 1 1 What is isolated storage sssssssssessseeeennnnmme nmm aaa aan 7 TZ NCD SERVICE NNN 7 759 Application SE REE Wai 7 ee 0 9 ed CS OE 7 TPM 7 PIFSE GINS e EP 10 AA EE EEE EE RE UI Lm 11 NON II c
21. Mobile CRM iPad User Manual Connecting Software 11 17 About page The about page contains information about the application The information contain the current application version contact email and company logos The user can contact the support from the about page by tapping the envelope in the title frame When the envelope button is tapped the user has to choose what email account to use in order to send the email When appropriate email account is selected email editor page is opened and the user can type the content of the email to be sent to the support iPad 81 m 4 lt Mobile CRM VR Version 1 0 1 1 Connect Bridge Mobile CRM Developed by Connecting Software Connecting LS Software www connecting software com Contact support connecting software com Privacy Policy CB MobileCRM uses the LocationService for the Map functionality in order to display current location of the user device Accounts Contacts or any records that require GPS coordinates The current user position is used only in connection with your Microsoft Dynamics CRM data MobileCRM does not store or send the data to any other service Disclaimer It is recommended to use WIFI connection when synchronizing data as large quantities of data are transfered between 2015 06 17 Page 86 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 18 Account wizard page The account wizard page is used t
22. action to execute iPad gt 9 41 T 77 4 Invoices Invoice Cr Save To save the modified data and update the CRM activity tap on the Save button in the title frame The activity is immediately modified and stored in the local database The CRM activity is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad 9 41 Invoices Invoice 2015 06 17 Page 49 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 8 3 Create new activity To create new activity tap on the plus icon and a context menu with possible options will be displayed Choose the type of activity to be created by tapping on the activity name When tapped on the activity name the specific type activity detail page with new blank record will be displayed The user can edit the record as required iPad 14 17 lt Mobile CRM Activities Workshop Jun 25 2014 14 13 37 Jun 25 2014 17 13 37 Workshop invitation Jun 25 2014 16 13 37 Jun 25 20 Appointment Workshop Email Jun 27 2014 14 13 37 Jun 27 20 Fax Letter Phone Call S Appointment Task To save the newly created activity tap on the Save button in the title frame The activity is immediately created and stored in the local database The CRM activi
23. ail field or phone field To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute iPad gt 9 41 Invoices Invoice 2015 06 17 Page 58 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad 14 17 lt Leads Lead Topic Mailed interest on IBM servers Company Name TechCorp Last Name Makunouchi First Name Ippoe emailLabel mabunauahilanaaitankhanen zam Mobile Phone Qualify Business Phone Disqualified Lost Est Value Disqualified Cannot Contact Est Close Date Disqualified Not Interested Rating Disqualified Canceled Activities To save the modified data and update the CRM Lead tap on Save button in the title frame The Lead is immediately modified and stored in the local database The CRM Lead is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad 7 9 41 Invoices Invoice 2015 06 17 Page 59 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 10 2 Create new lead To create new lead tap on the plus icon and lead detail page with new blank record will be displayed The user can edit the record as required
24. alled go to the Settings page and tap on Install Certificate button Install the certificate and try again These steps should help the user to connect to the CRM server If another problems prevent the user from connecting to the CRM server please contact the support and describe the problem 2015 06 17 Page 96 96
25. before the first connection to the users CRM server is attempted After the local database was created and demo data loaded into the database alert view with short notice about the executed action is displayed to the user Info The application is run for the first time demo data were loaded To connect to your CRM go to settings and clear DB first Tap on the Install certificate button to install necessary certificate files and start Account Wizard by tapping on the button Ok 2015 06 17 Page 10 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 9 Look amp feel 9 1 Themes The user can also choose from two application themes e Dark theme e Light theme The themes can be changed by the user on the settings page Default theme is set to light theme Light theme causes higher battery consumption due to the bright colours used When theme is changed by the user the application has to be restarted in order to apply the settings 2015 06 17 Page 11 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 10 Main menu Main menu contains the list of available application pages The list of available entity pages can be modified on the settings page by choosing the type of entities that the user wants to see on the menu Some of the pages are displayed by default and cannot be hidden by the user To navigate to a specific page tap on the page name in
26. dded via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings 11 16 Settings page To change the application settings and customize the displayed entities tap on the settings page in the main menu When tapped the settings page is opened and user is able to modify the application settings Currently the Mobile CRM application settings page has two parts where the user can modify the application settings e General settings e Data settings 2015 06 17 Page 81 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad lt Mobile CRM General Online Mode Manual Auto Sync Never Sync Sync Option All Records per Item 10000 Max Size of Attachment in Kb 1000 Account Wizard Open Wizard Delete Data Click to del Data Products Activities Leads Opportunities iPad lt Mobile CRM Max Size of Attachment in Kb Account Wizard Open Wizard Delete Data Click to del Data Products Activities Leads Opportunities Quotes Invoices Orders 668666866 Cases 2015 06 17 Page 82 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 16 1 General settings description The first pivot page on the settings page is General settings where all settings
27. er Manual Connecting Software 7 Security 7 1 Isolated storage 7 1 1 What is isolated storage Isolated Storage is used to store local data a on a device running iOS All I O operations are restricted to isolated storage and do not have direct access to the underlying operating system file system which helps to provide security and prevents unauthorized access and data corruption from other applications 7 2 Web service security The web service communicates with the server via https and is secured by SSL certificate Also the credentials are checked when trying to connect to the Connect Bridge server Without a proper authentication an error message will be returned and any other attempt to communicate with the server will result in error until a successful connection is established 7 3 Application security Mobile CRM application uses Connect Bridge and Connect Bridge Web service in order to connect to CRM server specified by the user To be able to connect to the Connect Bridge server a proper user name and password has to be supplied This credentials are checked by the Connect Bridge server each time the application is trying to get or submit any user data to the CRM server The application also uses the devices isolated storage to store a local database and any other files used by the Mobile CRM application Only the Mobile CRM application has access to the part of the storage where local database and any other files used by the ap
28. es Currency EURO Price List Wholesale Total Amount 125 00 Discount 10 00 Discount 3 00 Freight Ship Street 1 3rd evenue Street 2 Street 3 City New York Country US To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute iPad gt 9 41 T 77 4 Invoices Invoice ci Save 2015 06 17 Page 68 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad Invoices Customer Name Currency Price List Total Amount Discount Discount Freight Street 1 Street 2 Street 3 City Country Connecting Software 14 19 Invoice Info PDV soft co Bike prices EURO Wholesale Get Products Paid Complete Paid Partial Canceled rd es 3rd evenue New York US Products To save the modified data and update the CRM invoice tap on Save button in the title frame The invoice is immediately modified and stored in the local database The CRM invoice is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt Invoices 2015 06 17 9 41 Invoice Page 69 96 Connecting fey Software CB Mobile CRM iPad User Manual Connect
29. estimated value of opportunities for each customer created in current fiscal year and divided by quarters of fiscal year e Only Orders Displays chart with sum of total value for all orders created in current fiscal year per each customer Divided by quarters of fiscal year e Only Accounts Shows chart with number of associated entities case order lead opportunity contact created in current fiscal year from accounts or regarding accounts created in current fiscal year 2015 06 17 Page 16 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software e Only Contacts Shows chart with number of activities E mail Task Phone Call Fax Appointment Letter created in current fiscal year regarding contacts created in current fiscal year e Any combination of two or more Shows the number of entities of each type for each quarter of fiscal year 11 2 Map page Map page contains a map with locations of all available accounts contacts and leads The user can filter the displayed entities by typing a search string into the search bar Displayed pushpins will be filtered and only pushpins containing the search string will be displayed iPad 4 79 lt Mobile CRM Switch view Wood Buffalo National Park CANADA UNITED STATES MO 2015 06 17 Page 17 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad 4 79 4 lt Mobile CRM Switch
30. ge also contains data about entities that are associated with currently displayed account Each entity type has its own tab bar page with the list of associated entities Currently Mobile CRM shows associated contacts emails phone calls tasks faxes letters and appointments iPad 14 15 lt Accounts VinaTalk Park evenue 87 Pan New York ual 33541 USA I 2288446637 A andrewscott gmail com To display details about any associated entity tap on the item in the tab bar The app is going to navigate to a new page with details about the selected item 2015 06 17 Page 26 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 5 1 a Account detail page functionality The basic account information displayed on the info page allow the user to execute a specific action associated with the displayed details To edit the address of the current account select the address item from the list and tap on the pen icon in the main title frame or tap on the house icon in the list When the icon button is tapped the application navigates to account edit detail page where the user can edit the account details To make a phone call to the contact person for current account select the phone number from the list and tap on the telephone icon in the main title frame or tap on the telephone icon in the list When the icon button is tapped the application tries to make a phone call if the device has phone
31. guration To ensure that the application runs smoothly try to use a device that meets the recommended requirements The application supports all devices capable of running iOS 6 or later The app supports any iPad capable of running iOS 6 or later 4 Installation To install the app visit iTunes and start typing the app name into the search box In the list of apps find the CB Mobile CRM app and tap on the app to view the details Tap on the install button from the menu The app is going to be downloaded and installed into the device 5 Updating the app In order to be able to update the app the app has to be installed on the device already The iTunes store will inform the user about available update for the CB Mobile CRM application The update is managed by apple store iTunes and should start automatically when the user enabled this functionality or manually when the user chooses to update the app from the store 2015 06 17 Page 5 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 6 Memory and disk space requirements Mobile CRM app uses a local database file stored in the devices isolated storage To ensure all data are successfully stored into the database file during synchronization operation the device must have enough free space It is recommended to have at least 512 Mb of disk space available on the device 2015 06 17 Page 6 96 Connecting fey Software CB Mobile CRM iPad Us
32. ied Please create new Account 2015 06 17 Page 92 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 19 Background Agent The background agent is used to enable and display Notification messages To enable the background agent functionality go to the Settings page from the main menu of the Mobile CRM app Navigate to the Background Agent switch and turn the switch to ON position A message is going to be displayed and the user has to accept in order to start the background agent When the user declines the Background Agent switch will be set to OFF position When the user enabled the Background Agent the agent is going to display a Notification message in regular intervals usually every 30 minutes this depends on the iOS operating system The Notification message is going to display the number of appointments that are scheduled to start within the next 30 minutes from the time the background agent has returned its latest results NOTE If there is no appointment scheduled to start within the next 30 minutes from the time the background agent has returned its latest results no Toast message is displayed 2015 06 17 Page 93 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 20 Synchronization functionality To synchronize data between the application and CRM server the user has to tap on the synchronization icon in the apps main menu
33. ing Software 11 12 2 Create new invoice To create new invoice tap on the plus icon and invoice detail page with new blank record will be displayed The user can edit the record as required iPad 14 19 Invoices Invoice Customer Name Currency Price List Total Amount Discount Discount 96 Freight Street 1 Street 2 Street 3 City Country To save the newly created invoice tap on the Save button in the title frame The invoice is immediately created and stored in the local database The CRM invoice is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt 9 41 Invoices Invoice 2015 06 17 Page 70 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 13 Quotes page Quotes page contains information about the available CRM quotes To display details about a specific quote select the quote from the list by tapping on the item The user can use filter to look for a specific quote by typing a search string into the search box The user can sort the list of quotes according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad gt 14 18 lt Mobile CRM Quotes Helmet quote pink 25 505 00 PDV s
34. ing fey Software CB Mobile CRM iPad User Manual Connecting Software 11 12 Invoices page Invoices page contains information about the available CRM invoices To display details about a specific invoice select the invoice from the list by tapping on the item The user can use filter to look for a specific invoice typing a search string into the search box The user can sort the list of invoices according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad 14 18 lt Mobile CRM Invoices Micheline tires 100 00 VinaTalk Active Dal Cal license prices 5 00 Isac Selenka Active Bike prices 125 00 PDV soft co Active CB Gateway license 3 00 Martin Volac Active Go Pro camera prices 25 00 Dust amp Cover Active 2015 06 17 Page 66 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Mobile CRM Q bi Bike prices PDV soft co 2015 06 17 Connecting Software 14 18 Invoices 125 00 Active Page 67 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 12 1 Invoice detail page The invoice detail page displays detailed information about the selected invoice The user is able to edit the record as required by changing the content of the fields iPad gt 14 19 Invoices Invoice Info Customer PDV soft co Name Bike pric
35. lected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad 9 41 Invoices Invoice 2015 06 17 Page 54 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 9 1 Create new opportunity To create new opportunity tap on the plus icon and opportunity detail page with new blank record will be displayed The user can edit the record as required iPad 14 18 lt Opportunities Opportunity Topic Customer Currency Price List Revenue C System Calculated Est Revenue Rating To save the newly created opportunity tap on the Save button in the title frame The record is immediately created and stored in the local database The CRM opportunity is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad F 9 41 Invoices Invoice 2015 06 17 Page 55 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 10 Leads page Leads page contains information about the available CRM leads To display details about a specific lead select the lead from the list by tapping on the item The user can use filter
36. n the local database The CRM account is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad 14 16 80 4 VinaTalk Account Save Account Name VinaTalk Street 1 Park evenue 87 E mail andrewscottG gmail com Street 2 Main Phone 2288446637 Street 3 Fax City New York Web Site Country USA Postal Code 33541 Post office box Province 2015 06 17 Page 29 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 5 3 Create new account To create new account tap on the plus icon in the application title in the list of available accounts page and account detail edit page with new blank record will be displayed The user can edit the record as required iPad 14 16 lt Accounts Account Account Name Street 1 E mail Street 2 Main Phone Street 3 Fax City Web Site Country Postal Code Post office box Province To save the newly created account tap on the Save button in the title frame The account is immediately created and stored in the local database The CRM account is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on
37. o connect to In this case the format is as follows http s lt host gt lt port gt lt company gt or http s host company when the server does not use custom port If the CRM server runs only one organization the user can simply type url with following format http s host port 2015 06 17 Page 91 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software or http s host when the server does not use custom port The application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions https crm cn s eu NOTE Make sure that the CRM web service can be accessed by typing the whole url into the browser and checking that you get the correct response from your CRM server service Example https crm cn s eu 1234 CrossNationalSolutions XrmServices 2011 Organization svc https crm cn s eu XrmServices 2011 Organization svc When all modifications have been finished tap on the Next button to update the CRM account When successful the user is notified by status message in the title or a error message is displayed in case a problem occurs iPad Back Crm Login Example Viet cns com Crm Password Re Password Crm ServerUrl Example https crm cns com CBCompany http s lt host gt lt port gt lt company gt Demo Account can not be modif
38. o manage user account used for communication with Connect Bridge server and the users Dynamics CRM server This process requires active connection to the internet To get step by step guide for creating new account tap on the info icon or the text containing the help description The page allows following operations iPad gt 9 45 100 mm lt Settings Before continuing any further please make sure that your device is connected to internet and the required SSL certificate is already installed on your device If either of these conditions is not fulfilled you will not be able to finish this wizard successfully To install the certificate please tap on the button below this message Install Certificate New Account Existing Account Modify Current Account Need help to create new account Click here for more information 11 18 1 Create new account To create a new user account tap on the Create new account button Fill in the required fields and tap on Next button e Email field email address of the user that will be used to contact and identify the true identity of the user in case it will be necessary Lock the account to prevent any harm when user has lost the device e Crm Login Login name used to log into the users Dynamics CRM server We suggest the user to type in also the domain The login name has to be type in the Same way as the CRM server requires 2015 06 17 Page 87 96 Connecting fey S
39. ode page enables the user to scan and process any barcode supported by the app By default the app supports QR codes that are commonly used at business cards To scan a barcode tap on the Scan Code button and a page with the camera feed appears On first run of the Scan the user is prompted to enable microphone and camera usage Scan the desired barcode and when code was scanned successfully the camera feed disappears and a button menu appears On the button menu the user can choose the action that has to be done with the scanned barcode 11 4 Calendar page Calendar page contains appointments assigned to the current user The user can further filter the appointments by selecting the appropriate view that contains the information the user is looking for The calendar page has several views This includes e Agenda view displays all appointments that are due for today and later e Day view displays appointments that are due for specific day e Week view displays appointments that are due on specific week e Month view displays appointments that are due on specific month 2015 06 17 Page 21 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Mobile CRM Mon Dy 26 16 23 iPad F lt Mobile CRM Connecting Software 14 15 4 79 Calendar June 2014 p Tue Wed Thu Fri Sat Sun 27 28 29 30 31 1 3 4 5 6 z 8 10 11 12 13 14 15 17 18 19 20 21 22 24 26 27 28 29 1 2 3 4 5
40. oft co Draft Bike frame quote 120 984 00 PDV soft co Draft CB server software quote 1230 00 VinaTalk Draft Helmet quote blue 10 50 00 Martin Volac Draft Boots quote Lether 15 235 00 Dust amp Cover Draft 2015 06 17 Page 71 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Mobile CRM Q hel Helmet quote pink 25 PDV soft co Helmet quote blue 10 Martin Volac 2015 06 17 14 18 Quotes Connecting Software 505 00 Draft 50 00 Draft Page 72 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 13 1 Quote detail page The quote detail page displays detailed information about the selected quote The user can edit the record by modifying content of the fields as required iPad 14 18 lt Quotes Quote Info Customer PDV soft co Name Helmet quote pink 25 Currency EURO Price List Wholesale Total Amount 505 00 Discount 10 00 Discount 96 0 00 Freight Ship Street 1 3rd evenue Street 2 Street 3 City New York Country US Postal Code To display the list of additional actions tap on the additional actions icon A context menu appears and the user can choose the action to execute iPad gt 9 41 Invoices Invoice 2015 06 17 Page 73 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Quotes Customer
41. oftware CB Mobile CRM iPad User Manual Connecting Software NOTE If the domain name is also required to login to your CRM server add the domain name together with login name EXAMPLE user domain domain user etc e Crm Password Password used to login to the users CRM server e Re Password field for retyping the Crm password to make sure that the password is correct e Crm ServerUrl Url link to the CRM server s web service used to connect and communicate with the users CRM server NOTE 1 Be aware that the field is case sensitive 2 The format how to type the url If the CRM server runs more than one organization user has to specify the organization which to connect to In this case the format is as follows http s lt host gt lt port gt lt company gt or http s host company when the server does not use custom port If the CRM server runs only one organization the user can simply type url with following format http s host port or http s host when the server does not use custom port The application will modify the link internally and add the common end tail XrmServices 2011 Organization svc Example https crm cn s eu 1234 CrossNationalSolutions https crm cn s eu 2015 06 17 Page 88 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software NOTE Make sure that the CRM web service can be accessed by typing the
42. ord will be displayed The user can edit the record as required iPad lt Cases Title Customer Subject Priority In Progress Satisfaction Normal Status Reason Neutral To save the newly created case tap on the Save button in the title frame The case is immediately created and stored in the local database The CRM case is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad 9 41 Invoices Invoice 2015 06 17 Page 80 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 15 Notes add notes read notes The user is able to view and add notes to the entities to provide additional description To show a list of user created notes about a specific entity navigate to the entity by selecting the specific entity from the list Open the details about the entity and select the notes tab When any notes about the specific entity exist a list of all notes is displayed To add a new note to a specific entity tap on the plus icon in the title frame of the entity A popup page is displayed and the user can type in the note regarding the current entity When finished typing tap on OK button The note is immediately added to the entity and stored in the local database The CRM note is a
43. ordinates This means that the user would have to type precise full name of the street with correct numbers in order to get result 2015 06 17 Page 19 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad gt 1 79 89 4 Mobile CRM Switch view T Show My Location Show All Entities Show Accounts Show Contacts Show Leads Display Route Get Directions The Map page supports additional actions as indicated by the button in the title frame To show the list of available additional actions tap on the additional actions button and a context menu will be displayed The context menu contains following items e Show My Location Display and zoom to the users current location e Show All Entities Display all available pushpins on the map e Show Accounts Display only Account pushpins on the map e Show Contacts Display only Contact pushpins on the map e Show Leads Display only Lead pushpins on the map e Display Route Display the route from current location to the User defined pushpin User defines a destination pushpin by tap and hold on the map e Get Directions Create a task for navigation service to show directions from current location to the User defined pushpin User defines a destination pushpin by tap and hold on the map 2015 06 17 Page 20 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 3 Scan Code page Scan c
44. ored in the local database The CRM contact is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad Stanislav Branko Customer Street 1 Holeho 24 Last Name Branko Street 2 First Name Stanislav Street 3 Mobile Phone City Bratislava Business Phone 971384265 Country Slovakia E mail branko contoso com Postal Code 915 01 Fax Post office box Province 11 6 3 Create new contact To create new contact tap on the plus icon and contact detail edit page with new blank record will be displayed The user can edit the record as required 2015 06 17 Page 36 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Contacts Customer Last Name First Name Mobile Phone Business Phone E mail Fax Connecting Software Street 1 Street 2 Street 3 City Country Postal Code Post office box Province To save the newly created contact tap on the Save button in the title frame The contact is immediately created and stored in the local database The CRM contact is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined
45. ork Invoices Activities Products To save the modified data and update the CRM order tap on the Save button in the title frame The order is immediately modified and stored in the local database The CRM order is updated via an update query when online mode is selected or an update is stored in the local query database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt Invoices 2015 06 17 9 41 Invoice Page 64 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 11 2 Create new order To create new order tap on the plus icon and order detail page with new blank record will be displayed The user can edit the record as required iPad lt Orders Customer Name Currency Price List Total Amount Discount Discount Freight Street 1 Street 2 Street 3 City Country To save the newly created order tap on the Save button in the title frame The order is immediately created and stored in the local database The CRM order is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt 9 41 Invoices Invoice 2015 06 17 Page 65 96 Connect
46. owned by the user gt All download and synchronize all data can cause slow and long synchronization process times because of the huge amount of data this is not recommended 2015 06 17 Page 83 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 16 1 d Records per item Option to restrict the number of items to download for each entity for example only 100 items of each type 11 16 1 e Max size of attachment in Kb Option to restrict the size of attachment that is downloaded to the device 11 16 1 f Account wizard Option to manage user account Description of the functionality is described in separate chapter later in this document 11 16 1 g Theme Option to choose a user preferred theme Mobile CRM supports both dark and light theme The user has to restart the application in order to apply the new theme gt Dark displays the dark theme This theme is set as default as dark background saves the devices energy and allows the user to use the application for extended period of time gt Light displays the light theme Light theme causes higher energy consumption on the device 11 16 1 h Map and Location Services Option used to enable or disable the map functionality as well as Localization service When turned off the Map page will not be displayed in the main menu 11 16 1 i Background Agent Option to enable or disable background agent used to periodically update the
47. p reside 8 Supported devices The Mobile CRM application is designed to work with devices running iOS 6 operating system or later Any device running iOS 6 or never version of the operating system should be able to run the application For further information about supported devices please have a look at the detailed information provided by the company or contact support Basic app layout This chapter describes the basic layout of the Mobile CRM app Mobile CRM app can be divided into three parts 2015 06 17 Page 7 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software e The title frame e The main menu content e The sub page content 9 40 Mobile CRM Map Show entities on map Calendar Shows appointments in calendar Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities On the upper half of the screen is a title frame The title frame describes the name of the current page displayed and contains buttons to provide functionality associated with the displayed page iPad F 9 40 4 77 4 fey Mobile CRM If a sub page is able to navigate backwards a back button is visible on the left side of the title frame To navigate back to the previous page tap on the back button icon or the back button on the device 9 41 Invoice 2015 06 17 Page 8 96 Connecting fey Software CB Mobile CRM iPad
48. pending on the users predefined settings iPad gt 9 41 Invoices Invoice 2015 06 17 Page 41 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 8 Activities page Activities page contains information about the activities The user can choose to view all activities including the activities of other users or display only the user owned activities These settings can be changed on the settings page There are several activity types listed in the list of activities Each activity type has its own icon to identify the type of activity Currently supported activities displayed in the list are e Appointments e Tasks e E mails e Phone calls e Faxes e Letters e Service appointment To display details about a specific activity select the activity from the list by tapping on the item iPad 14 16 80 lt Mobile CRM Activities ONE T Workshop Jun 25 2014 14 13 37 Jun 25 2014 17 13 37 email to lawyer Jun 26 2014 14 13 37 Jun 27 2014 14 13 37 Meeting with Mr Mark Jun 27 2014 14 13 37 Jun 27 2014 17 13 37 Weekly meeting Jun 26 2014 14 13 37 Jun 26 2014 18 13 37 Appointment with customer order128 Jun 25 2014 16 13 37 Jun 25 2014 17 13 37 Call the boss Jun 25 2014 14 13 37 Jun 28 2014 14 13 37 email to lawyer Jun 26 2014 14 13 37 Jul 25 2014 14 13 37 Offer from the marketing department Jul 2 2014 14 13 37 Jul 2 2014
49. played contact Each entity type has its own tab bar page with the list of associated entities Currently Mobile CRM shows associated contacts emails phone calls tasks faxes letters and appointments 2015 06 17 Page 32 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad 14 16 Contacts Stanislav Branko Holeho 24 Bratislava 91501 Slovakia 971384265 branko contoso com To display details about any associated entity tap on the item in the tab bar The app is going to navigate to a new page with details about the selected item 11 6 1 a Contact detail page functionality The basic contact information displayed on the info page allows the user to execute a specific action associated with the displayed details To edit the address of the current contact select the address item from the list and tap on the pen icon in the main title frame or tap on the house icon in the list When the icon button is tapped the application navigates to contact edit detail page where the user can edit the contact details To make a phone call to the contact select the phone number from the list and tap on the telephone icon in the main title frame or tap on the telephone icon in the list When the icon button is tapped the application tries to make a phone call if the device has phone call capabilities When the device does not support doing phone calls app tries to make a call using skype
50. r of accounts contacts and opportunity entities created by qualified leads that were created and qualified in current fiscal year The chart is divided by quarters of fiscal year Only Opportunities Displays chart with the sum of estimated value of opportunities for each customer created in current fiscal year and divided by quarters of fiscal year Only Orders Displays chart with sum of total value for all orders created in current fiscal year per each customer Divided by quarters of fiscal year Only Accounts Shows chart with number of associated entities case order lead opportunity contact created in current fiscal year from accounts or regarding accounts created in current fiscal year Only Contacts Shows chart with number of activities E mail Task Phone Call Fax Appointment Letter created in current fiscal year regarding contacts created in current fiscal year Any combination of two or more Shows the number of entities of each type for each quarter of fiscal year 2015 06 17 Page 15 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 1 3 b Pipeline chart In current version of MobileCRM pipeline chart only allows to display results for Leads e Leads Displays chart with total number of leads created in current fiscal year Displays number of qualified leads from the total number of created leads number of opportunities contacts accounts and contacts created from
51. red after each change CB MobileCRM supports advanced filter options to filter the data displayed in the charts when the user needs to display data for a time period that is smaller than a quarter of fiscal year To enable the advanced filter options check the Advanced Filter checkbox When checked additional window with settings is displayed 2015 06 17 Page 14 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software Advanced filter options include filtering by month by week number or by exact day Months advanced option representing months allows the user to filter each month from the range of enabled quarters of fiscal year Week number advanced option representing week number allows the user to filter a specific week from the range of weeks for enabled range of quarters of fiscal year Day advanced option representing filter of exact day of current fiscal year 11 1 3 Chart filter combinations CB MobileCRM allows the user to filter the displayed entities for each of the charts to view the results in different kinds of chart Currently the app allows following entities Incident cases Leads Opportunities Orders Accounts Contacts 11 1 3 a Default chart The default column chart allows following combinations of enabled entities Only Incident cases Displays chart with number of cases for each customer created in each quarter of fiscal year Only Leads Shows chart with numbe
52. scription Good morning we would like to order items as listed in the attachment 2015 06 17 Page 46 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad Activities From To Cc Subject Regarding Last years report of prosperity iPad gt Activities Regarding Subject Due Date Duration Check the state of the delivery 2015 06 17 Prosperity report Description 9 43 phonecall Check status of delivery Jun 27 2014 14 13 37 0 Description Connecting Software Page 47 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad gt Activities Regarding Subject Scheduled Start Scheduled End Priority iPad gt Activities Regarding Subject Priority Due Date Duration business meeting with Mr Mark from PDV soft company 2015 06 17 9 44 serviceappointment Appointment with customer order Os 687 Jun 25 2014 16 13 37 Jun 25 2014 17 13 37 Workshop Jun 27 2014 17 13 37 Description Connecting Software Page 48 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software When the displayed activity has additional functionality enabled the additional functionality icon is displayed on the title frame To display the list of additional actions for each activity tap on the additional actions icon A context menu appears and the user can choose the
53. ser is allowed only to view the product details To save the changes made to the product tap on the floppy disk icon The product is immediately modified and stored in the local database The CRM product is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad 14 16 lt Products HC_product5 Name HC_product5 Product ID HC_KRKO7 Product type Standard costs 380 00 List price 400 00 Quantity on hand 2015 06 17 Page 40 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 7 2 Create new product To create new product tap on the plus icon and product detail page with new blank record will be displayed The user can edit the record as required Currently not available iPad 14 16 lt Products HC_product5 Name HC_product5 Product ID HC KRK07 Product type Standard costs 380 00 List price 400 00 Quantity on hand To save the newly created product tap on Save button in the title frame The product is immediately created and stored in the local database The CRM product is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected de
54. settings iPad gt Invoices 2015 06 17 9 41 Invoice Page 37 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 7 Products page Products page contains information about the available CRM products To display details about a specific product select the product from the list by tapping on the item The user can use filter to look for a specific product by typing a search string into the search bar The user can search by product name or product id The user can sort the list of products according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad 14 16 lt Mobile CRM Products HC product3 2225 00 HCO3 HC product4 K 340 00 HC pd1 HC product1 25 00 HCO1 HC product2 HC02 HC product5 400 00 HC KRKO07 2015 06 17 Page 38 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Mobile CRM Q 5 HC product5 HC_KRKO7 2015 06 17 Connecting Software 14 16 Products 400 00 Page 39 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 7 1 Product detail page The product detail page displays detailed information about the selected product Depending on the access rights of the user the user is allowed or prohibited to edit the product Not available in current version By default the u
55. the list of pages Pages displayed by default e Dashboard Only iPad version e Map e Scan Code e Calendar e Contacts e Accounts e Settings 9 40 1 77 4 Mobile CRM Map Show entities on map Calendar Shows appointments in calendar Accounts List of accounts Contacts List of contacts Products List of products Activities List of activities Leads lict Af lando 2015 06 17 Page 12 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 9 41 fe Mobile CRM E Opportunities List of opportunities Quotes List of quotes B Invoices List of invoices Orders List of sales orders Cases List of cases Settings Application settings About Application description 10 1 Main menu Items order The user is able to change the default order of the items displayed on the main menu to fit personal preference To change the order of the items go to Settings On the page tap on the Reorder items button After tapping on the button a page where the reordering is done appears The user has to specify the preferred order for all of the items and then confirm the setup by tapping on OK button 2015 06 17 Page 13 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 Functionality description 11 1 Dashboard Dashboard page available only on iPad contains different kinds of charts
56. the week containing the tapped day is loaded To load data about specific day tap on the day in the Week view that was loaded 11 5 Accounts page Accounts page contains a list of available CRM accounts To display details about a specific account select the account from the list by tapping on the item The user can use filter to look for a specific account by typing a search string into the search box The user can sort the list of accounts according to personal preference To sort the list choose the preferred sort type and the list will be sorted 2015 06 17 Page 24 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad lt Mobile CRM Martin Volac Grunstrasse 12 VinaTalk Park evenue 87 Dust amp Cover Stefanikova Isac Selenka Holeho 124 PDV soft co 3rd evenue iPad lt Mobile CRM VinaTalk Park evenue 87 14 15 Accounts 102345 33541 905 01 905 40 102345 14 15 Accounts Connecting Software 80 4 Vienna New York Kosice Bratislava Chicago New York Search 2015 06 17 Page 25 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 5 1 Account detail page Account detail page contains information about a specific account The basic account information displayed on the info page are account address account phone number and account email The account detail pa
57. tile and show Toast message with information about number of appointments that are scheduled to start within 30 minutes from the time the toast message was displayed 11 16 1 j Delete Data Option Delete Data button is used to clear all data from the local database only This functionality is available to remove demo data from the local database before the user starts the synchronization process 2015 06 17 Page 84 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 16 2 Data settings description The second part of settings page is Data settings page where the user can choose what kind of data entities to display in the apps main menu List of available data settings Products user is able to hide or display the Product entity from the main menu Activities user is able to hide or display the Activities entity from the main menu Opportunities user is able to hide or display the Opportunities entity from the main menu Invoices user is able to hide or display the Invoices entity from the main menu Quotes user is able to hide or display the Quotes entity from the main menu Orders user is able to hide or display the Orders entity from the main menu Cases user is able to hide or display the Cases Incident entity from the main menu Leads user is able to hide or display the Leads entity from the main menu 2015 06 17 Page 85 96 Connecting fey Software CB
58. to look for a specific lead record by typing a search string into the search bar The user can sort the list of leads according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad lt Mobile CRM Ondrej Kabela okabela studio com Ippoe Makunouchi makunouchilppoe techcorp com Hung Pham phamhung seta com Alan Choo alanchoo pdvsoft com Jackie Nguyen jackienguyen jracing com 2015 06 17 Page 56 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad lt Mobile CRM Ippoe Makunouchi makunouchilppoe techcorp com 2015 06 17 Page 57 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 10 1 Lead detail page The Lead detail page displays detailed information about the selected lead To modify the record change the specific fields of the record as required iPad gt 14 17 lt Leads Lead Topic Mailed interest on IBM servers Company Name TechCorp Last Name Makunouchi First Name Ippoe emailLabel makunouchilppoe techcorp com Mobile Phone 9801224001 Business Phone Est Value 0 00 Est Close Date Jun 28 2014 14 13 38 Rating The lead detail page supports sending emails and making phone or skype calls depending on the devices capability to make phone calls The user can send email or make a call by tapping on image icon next to em
59. ty is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt 9 41 Invoices Invoice 2015 06 17 Page 50 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 9 Opportunities page Opportunities page contains information about the available CRM opportunities To display details about a specific opportunity select the opportunity from the list by tapping on the item The user can use filter to look for a specific opportunity by typing a search string into the search box The user can sort the list of opportunities according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad 14 18 lt Mobile CRM Opportunities 15 Cal licenses 1500 00 Isac Selenka Warm 10 Dal licenses 235 00 Isac Selenka Warm 3 CB server licenses 568 00 VinaTalk Warm 56 Bike frames 356 00 PDV soft co Warm 100 tires for dirtbike 180 70 2350 00 Dust amp Cover Warm 2015 06 17 Page 51 96 Connecting fey Software CB Mobile CRM iPad User Manual iPad 14 18 Connecting Software 80 4 lt Mobile CRM Opportunities SF Q ed e 15 Cal licenses
60. uote is created via an insert query when online mode is selected or an insert query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad gt 9 41 Invoices Invoice 2015 06 17 Page 75 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 14 Cases page Cases page contains information about the available CRM cases incidents To display details about a specific case select the case from the list by tapping on the item The user can use filter to look for a specific case by typing a search string into the search box The user can sort the list of cases according to personal preference To sort the list choose the preferred sort type and the list will be sorted iPad lt Mobile CRM Flat tires Dust amp Cover Normal Package damaged Dust amp Cover Normal Decals printed wrong VinaTalk Normal Broken main shaft PDV soft co Chain too tight PDV soft co Normal 2015 06 17 Page 76 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad lt Mobile CRM Flat tires Dust amp Cover Normal Broken main shaft PDV soft co 2015 06 17 Page 77 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 14 1 Case detail page The case detail page displa
61. view 1 MOROCCO ALGERIA NESTERN URUGUAY 4 A Buen S In order for the app to display the users current location location service has to be used Prior to using the service user is asked for permission with an opt in message only on the first run of the maps The iOS system then remembers the app and automatically allows the app to access location service The user can however turn off the permission in the devices settings menu 2015 06 17 Page 18 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software CBMobileCRM Would Like to Use Your Current Location CB MobileCRM uses the LocationService for the Map functionality in order to display current location of the user device Accounts Contacts or any records that require GPS coordinates The current user position is used only in connection with your Microsoft Dynamics CRM data MobileCRM does not store or send the data to any other service than the Microsoft Dynamics CRM Don t Allow OK In order to display precise location of entities we suggest the user to update the latitude and longitude for each entity directly in CRM server NOTE When coordinates for the entity are not available only city and country is used to search for coordinates as there is higher probability that the Map service returns a value with coordinates When the address line would be used as well only precise address location would return geo co
62. whole url into the browser and checking that you get the correct response from your CRM server service Example https crm cn s eu 1234 CrossNationalSolutions XrmServices 2011 Organization svc https crm cn s eu XrmServices 2011 Organization svc Email Example vinapukG gmail com Crm Login Example Viet cns com Crm Password Re Password Crm ServerUrl Example https crm cns com CBCompany http s lt host gt lt port gt lt company gt When any error occurs during creating the users account user is notified by a warning message 2015 06 17 Page 89 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 18 2 Existing account To use an already existing CRM account associated with the existing CB account the user can use the Existing account button When tapped the user is requested to fill in missing details that will be used to identify and verify the account e CRM Login the login of the user for users CRM server e CRM Password the password used to log into the users CRM server e Re Password field for retyping the password to make sure that the password is correct iPad 14 20 81 Back Crm Login Example Viet cns com Crm Password Re Password Next When all fields are filled tap on the Next button to verify the account and user credentials of the user When successfully verified the user account is set as default account currently used account
63. with data for specific fiscal year The displayed chars can be modified in the chart settings by changing the setting options The default chart is column chart this chart cannot be hidden Three optional charts are pie chart pipeline chart horizontal bars and line chart 11 1 1 Chart setting options To show or hide the list of available chart options tap on the additional actions button and a window with chart setting options will be displayed iPad gt 9 41 4 77 4 Invoices Invoice To show or hide additional charts check or uncheck the checkbox representing the name of the chart to be displayed or hidden When charts are displayed or hidden the main chart sub page layout is modified according to the enabled chart options The charts are resized to fit the main subpage screen in order to provide best user experience Each chart has several options for entities that are displayed in the chart Any combination of enabled or disabled entities is displayed in the corresponding chart The name of the chart is displayed in the title above the settings 11 1 2 Data filters CB MobileCRM supports charts for last 5 fiscal years including current year The displayed fiscal year can be changed by selecting the requested fiscal year from the combo box Displayed data for user selected fiscal year can be further filtered by quarters Any combination of quarters of fiscal year is supported and the data displayed in each chart are filte
64. wizard Tap on the New Account button and follow the procedure to create new account 2015 06 17 Page 95 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 13 Troubleshooting 13 1 I cannot connect to my CRM server This problem may be caused by several reasons To identify and resolve this problem follow this steps 1 Check if the CRM server service is up and running by opening the URL in the web browser When server service is running a window is displayed with information about the web service When server service is not running an error is displayed In this case contact your administrator to enable the CRM server service 2 Check if the CRM server service is publicly accessible try to open the URL from different network not the local network in company For example using the mobile operators 3G connection When server service info is displayed service is publicly visible When no info are displayed contact your administrator to enable and make the CRM server service publicly visible 3 Check user Login name and Password 4 Check the CRM Account details in the Account Wizard and Modify Current Account section Mainly check the URL typed into the application for misspelling and errors login name and password Example of URL path to CRM service http 77 48 228 231 60127 DudeCorp https www dudecomporation com 60127 DudeCorp 5 To make sure that the SSL certificate is inst
65. ys detailed information about the selected case The user can modify the record by changing the content of the fields as required iPad lt Cases Title Flat tires Customer Dust amp Cover Subject Priority In Progress Satisfaction Normal Status Reason Neutral To display the list of additional action tap on the additional actions icon A context menu appears and the user can choose the action to execute iPad gt 9 41 T 77 4 Invoices Invoice ci Save 2015 06 17 Page 78 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software iPad gt lt Cases Title Flat tires Customer Dust amp Cover Subject Priority In Progress Satisfaction Normal Status Reason Problem Solved Canceled Activities To save the modified data and update the CRM case tap on the Save button in the title frame The case is immediately modified and stored in the local database The CRM case is updated via an update query when online mode is selected or an update query is stored in the local database and prepared to be executed during the synchronization when offline mode is selected depending on the users predefined settings iPad 7 9 41 Invoices Invoice 2015 06 17 Page 79 96 Connecting fey Software CB Mobile CRM iPad User Manual Connecting Software 11 14 2 Create new case To create new case tap on the plus icon and case detail page with new blank rec

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